Investment Management

Goal: Manage Risk, Compound Wealth Reasonably

At TradeWell™ we are more concerned about keeping what our clients already have and making it last than owning the #1 stock pick for the quarter.

Our investment strategies are designed with risk management at the forefront and can serve as a complete portfolio or as a core holding for a program already underway. TradeWell™ can either buy or sell individual securities for you or assemble a comprehensive portfolio of investments that address different planning challenges based upon your unique circumstances.

To meet an investor’s specific needs, TradeWell™ offers a unique combination of over 30 separate in-house managed account opportunities for your current IRA or 401(k) Rollover. There is not a one-size-fits-all approach at our firm.

Each Portfolio Is Keyed to An Individual’s Personal Tolerance for Risk and What Your Long Term Goals Are.

We strive to help you get to, and through retirement successfully.

Your TradeWell™ advisor can play an invaluable role in guiding you toward a strategy best-suited to your long-term objectives. Whether you’re trying to maintain a current lifestyle, or reach a certain goal, we will construct your portfolios based on facts and not emotions, hot trends, or speculation. We employ a broad-based investment approach utilizing the resources of Pershing, Trust Company of America and TD Ameritrade Institutional. USA Financial Securities oversees our activities, providing invaluable compliance, billing, and other vital services.

The Result Is a Broadly Diversified, Highly Efficient and Low-Cost Portfolio

When drafting an investment plan for a client, we recommend a blend of:

  • Equities (individual stocks)
  • Fixed Income (bonds or guaranteed investments)*
  • Cash

We believe that proper diversification is NOT the correlation between the percentages of bonds verses equities, but rather knowing the company’s you invest in. We offer a proven strategy of investing in a non-emotional, systematic way that can provide potential growth and better risk management than traditional Mutual Fund Strategies.

 

*Guarantees are based upon the claims paying ability of the underlying insurance agency. Annuities are best suited for long term investors. Any strategy utilizing investments carries an inherent element of risk. Withdrawals from an annuity prior to age 59 1/2 are subject to a 10% tax penalty in addition to income taxes on earnings.